What are Groups?

Groups are a collection of records. Groups can help you manage the workflow. You can use groups to work with a subset of records, select data to print on reports, and to send mailings, emails, and faxes using the Mail Merge feature. A record can be in more than one group. You can export group records to a file or share the groups with other users.

Click the arrows to view additional group tabs.

The administrator can set a limit on the number of groups that can display as tabs, or Favorites. If so, you are required to designate which groups you require to display as tabs and select the Favorite option.

Note: Newly created groups are automatically marked as Favorites. Favorites display as tabs in alphabetical order up to the limit allowed. You can use the groups list to manage your Favorites.

The three types of groups are:

Ad Hoc groups: Groups created from selected records.
Lookup groups: Groups based on a lookup .
Advanced Query groups: Groups based on Query Builder conditions.

To access a group

Select the group you require to view from the Groups menu.

Note: To access a group, you can also click the tab of the group you require. For example, All Accounts.

To view group conditions

Right-click a group tab.
Click Edit. The Infor CRM SLX Query Builder is displayed.
Use the Query Builder Conditions tab to view the conditions that records in the group must meet. This tab is not available for ad hoc groups.